New research team at FSP
ANZ-owned dealer group Financial Services Partners (FSP) has created two new roles to improve its investment research offering to advisers.
The group has appointed David Woods as senior manager, research and investment, and Claudia Mah as research manager.
Woods was already working with FSP as a practice manager, having previously worked as an adviser with RI Advice Group and AXA-owned ipac Securities.
Mah is rejoining FSP after having worked with the group between 2006 and 2008 as an investment researcher.
The group said Mah has more than 10 years experience in product development, portfolio account management and other roles within the wealth management arms of companies including National Australia Bank and JP Morgan Chase.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.
